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Williams Companies shares owned by Estate Planners Group

Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in Williams Companies

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All positions including Williams Companies held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams Companies by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $22k 358 60.11

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Williams Companies

Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Geode Capital Management
ClearBridge Advisors
Deutsche Bank Aktiengesellschaft
Blackstone Group
Invesco
Northern Trust
Norges Bank Investment Management
Neuberger Berman Group
Tortoise Capital Advisors
Goldman Sachs Group
Legal & General Group

View all funds holding Williams Companies